3M (MMM)
NYSEIndustrialsConglomeratesSnapshot 2026-11-04
$193.95+9.55%
Close 2026-11-04 · 1-day change
NYSEIndustrialsConglomeratesSnapshot 2026-11-04
QuarterlyIQ Insights · MMM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 41.2% |
| Our one-year growth estimate | diamond | 4.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 36.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 3 industry peers · Company calendar date is not available
MMM — litigation filed
Dated 2026-11-03
Entry Into a Material Definitive Agreement On November 3, 2026, 3M Company (“3M” or the “Company”) entered into a settlement arrangement (the “Settlement”) which is structured to promote participation by claimants and is intended to resolve the vast majority of alleged per- or poly-fluoroalkyl substance (“PFAS”)-related personal injury claims that are the focus of the Aqueous Film-Forming Foam multidistrict litigation (“AFFF MDL”) in federal district court in South Carolina. Pursuant to the S…
Why it matters: 3M raised its 2026 profit range after Q3 adjusted EPS grew 12%. The year-end result will test that higher goal.
Supportive if3M reports 2026 adjusted EPS between $9.10 and $9.15.
Worry if3M reports 2026 adjusted EPS below $9.10.
Why it matters: 3M raised its full-year growth goal after Q3 adjusted organic growth reached 3.3%. Results above 3.5% would meet that goal.
Supportive if2026 adjusted organic sales growth is above 3.5% for the full year, as guided.
Worry ifFull-year 2026 adjusted organic sales growth is 3.5% or lower.
Why it matters: Q3 included $0.19 billion in costs tied to significant litigation and the PFAS exit. New claims or higher costs could weigh on reported results.
Worry ifA new filing reports a PFAS or earplug case, settlement, or added legal cost above the Q3 level of $0.19 billion.
Less concerning ifThe next reported quarter has no new PFAS or earplug case and legal costs are below $0.19 billion.
Why it matters: Q3 adjusted free cash flow was $1.2 billion, while the full-year goal is about $4.8 billion. The result will show whether cash gains hold.
Supportive ifFull-year adjusted free cash flow is about $4.8 billion or higher.
Worry ifFull-year adjusted free cash flow is below $4.8 billion.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$80 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $223 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,877 loss on $10,000 · 18.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.